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Reporting & Admin

Bulk Upload

Import CSV data with column mapping.
6 min read

Bulk Upload

Overview

Bulk upload imports CSV data into ServiceFlow with column mapping—customers, inventory, price book, and other supported entities depending on your enabled import types.

How to access

Settings → Bulk Upload (/settings/bulk-upload)
Visible when Bulk Upload integration is enabled under Settings → Integrations.

What you can do today

  • Enable integration under Integrations → Bulk Upload.
  • Upload CSV files per import type exposed in UI.
  • Map CSV columns to ServiceFlow fields.
  • Preview and validate rows before commit.
  • Review import results and error rows.

Prerequisites

  • Admin access.
  • Bulk Upload enabled: settings.integrations['bulk-upload'].isEnabled === true.
  • Clean CSV with headers; UTF-8 encoding recommended.
  • Backup or test on staging before large production imports.

Step-by-step

Enable bulk upload (admin)

  1. Settings → Integrations → Bulk Upload.
  2. Enable → Save.
  3. Confirm Settings → Bulk Upload appears in settings menu.

Import a file

  1. Settings → Bulk Upload.
  2. Choose import type (e.g. customers, price book—per available options).
  3. Upload CSV.
  4. Map columns → validate preview.
  5. Run import → download error report if any rows fail.

After import

  1. Spot-check records in target module (Customers, Price Book, etc.).
  2. Use Import Archive if merging legacy system exports.

Current limitations

  • Config-gated — menu hidden until integration enabled.
  • Not all entities support bulk upload—check in-app type list.
  • Updates vs inserts rules vary by import type—duplicate matching may be imperfect.
  • No real-time sync from external systems—one-time batch imports.

Roadmap

  • Scheduled SFTP import jobs.
  • Duplicate merge wizard post-import.
  • Import templates downloadable per entity.

Related features